PGF
OKE icon

Plan Group Financial’s Oneok OKE Stock Holding History

Plan Group Financial’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$968K Buy
11,134
+391
+4% +$34.4K 0.2% 93
2026
Q1 		$971K Buy
10,743
+1,226
+13% +$101K 0.23% 94
2025
Q4 		$700K Sell
9,517
-1,606
-14% -$114K 0.18% 104
2025
Q3 		$812K Sell
11,123
-1,842
-14% -$141K 0.22% 95
2025
Q2 		$1.06M Buy
12,965
+6,463
+99% +$539K 0.35% 79
2025
Q1 		$645K Buy
6,502
+1,480
+29% +$147K 0.23% 83
2024
Q4 		$504K Buy
5,022
+1
+0% +$102 0.27% 68
2024
Q3 		$458K Buy
5,021
+1,938
+63% +$169K 0.24% 70
2024
Q2 		$251K Sell
3,083
-681
-18% -$54.4K 0.15% 80
2024
Q1 		$302K Buy
3,764
+4
+0.1% +$292 0.2% 73
2023
Q4 		$264K Sell
3,760
-2,061
-35% -$138K 0.23% 58
2023
Q3 		$369K Sell
5,821
-1,075
-16% -$70.2K 0.27% 41
2023
Q2 		$426K Buy
+6,896
New +$427K 0.36% 40

Other funds holding OKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plan Group Financial's OKE Position: Q2 2026 in Review

Plan Group Financial increased its Oneok (OKE) stake by 3.6% in Q2 2026, buying an estimated $34.4K and bringing the position to 11,134 shares worth $968K. The position accounts for 0.2% of the portfolio, ranked #93.

Plan Group Financial first reported a position in OKE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q2 2025. 1,657 funds tracked by Wall St. Rank hold OKE as of Q2 2026.

  • Plan Group Financial held 11,134 shares of Oneok worth $968K as of Q2 2026.
  • Plan Group Financial bought 391 Oneok shares in Q2 2026, an estimated $34.4K.
  • Oneok made up 0.2% of Plan Group Financial's portfolio in Q2 2026, its #93 holding.
  • Plan Group Financial first reported a position in Oneok in Q2 2023 and has held it in 13 quarters since.
  • Plan Group Financial's Oneok position peaked at $1.06M in Q2 2025.
  • 1,657 funds tracked by Wall St. Rank held Oneok as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.